Technology >> Sector Roundtables >> November 13, 2000
IAN MORTON is a Senior Analyst with JPMorgan H&Q covering e-Business
enabling companies. As a senior member of JPMorgan H&Q's Internet
Research Group, he is currently spearheading the firm's coverage of
Internet infrastructure, application and e-Service optimization
companies. Mr. Morton joined the firm's Technology Research Department
in 1993. Prior to covering Internet e-Business companies, he followed
enterprise software companies. Mr. Morton holds a Bachelor's degree from
Middlebury College. Profile
HEATHER O'LOUGHLIN is a Principal and Equity Research Analyst in State
Street Global Advisors' (SsgA) Global Fundamental Strategies group,
covering the software, Internet services and electrical equipment and
instruments industries on a global basis. She was previously associated
with Fidelity Management & Research, Shawmut Bank (now a part of
FleetBoston) and E.F. Hutton, Inc. (now a part of Citigroup). Ms.
O'Loughlin received an AB in History with Honors from Mount Holyoke
College. She is a member of the Boston Analysts' Society. A candidate
for the Chartered Financial Analyst (CFA) designation, she holds the
Series 7, 3, 63 and Life Insurance licenses. Profile
GREG P. VOGEL is a Managing Director and Senior Research Analyst in the
Technology Group at Banc of America Securities LLC. Mr. Vogel joined
Banc of America Securities in 1994 in the Information Technology
organization. He began covering the Internet sector in 1995, and was
promoted to Managing Director in April 2000. Prior to joining the firm,
he worked as an independent consultant responsible for developing
financial software and managing systems integration. In 2000, Mr. Vogel
was ranked in The Wall Street Journal 'Best on the Street' analyst
survey for the software industry. He received a BA in philosophy from UC
Santa Barbara. Profile
incremental $74 for every $1 spent on e-commerce software. Greg, I'd
like to begin the discussion by asking about the emergence
